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Jared Thomas Walsh

Reservoir Wealth Management

Lima, OH

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Current Employers
Reservoir Wealth Management

2100 Lost Creek Boulevard, Lima, OH 45804 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-08-01
OH RA APPROVED 2018-05-14
  • TX RA
    APPROVED_RES
    Since 2018-08-01
  • OH RA
    APPROVED
    Since 2018-05-14

Branch Locations

2100 Lost Creek Boulevard, Lima, OH 45804 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
1St Global Capital Corp Lima OH 09/2004 04/2018
Sielschott, Walsh, Keifer & Regula Cpas, Inc. Lima OH 06/2000 Present
1St Global Advisors, Inc. Lima OH 01/2005 04/2018
Reservoir Retirement Management, Llc Lima OH 04/2018 Present
  • 09/2004 → 04/2018
    1St Global Capital Corp
    Lima, OH
  • 06/2000 → Present
    Sielschott, Walsh, Keifer & Regula Cpas, Inc.
    Lima, OH
  • 01/2005 → 04/2018
    1St Global Advisors, Inc.
    Lima, OH
  • 04/2018 → Present
    Reservoir Retirement Management, Llc
    Lima, OH
Previous Registrations
  • 2005-02-01 → 2018-06-19
    1St Global Advisors Inc
    Lima, OH
Other Businesses

Jared T. Walsh is currently employed as a Partner with Sielschott, Walsh, Keifer & Regula CPAs, Inc.. This activity accounts for approximately 75% of his time. Jared T. Walsh is an LLC member of Lost Creek Offices, LLC.. This activity accounts for less than 10% of his time. Jared T. Walsh is an LLC member of Bryn Mawr, LLC. This activity accounts for less than 10% of his time.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-12-03
  • S66 Uniform Combined State Law Examination
    2004-12-03
Designations

View on SEC IAPD

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